+204.6%
SYF vs IP
+31.6%
+173.0%
-66.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +2.9% | -3.6% | -2.5% |
| 7D | -4.7% | -3.0% | -1.7% | -3.0% |
| 30D | +0.6% | +10.6% | -10.0% | -5.8% |
| 3M | -6.8% | -13.6% | +6.7% | +1.0% |
| 6M | +0.5% | +10.4% | -9.9% | -7.9% |
| YTD | -11.1% | -6.5% | -4.7% | -12.2% |
| 1Y | +1.3% | -2.1% | +3.4% | -3.3% |
| 3Y | +164.6% | +22.0% | +142.6% | +95.4% |
| 5Y | +65.2% | -9.7% | +74.9% | +52.6% |
| 10Y | +204.6% | +26.8% | +177.8% | +94.9% |
| All | +204.6% | +31.6% | +173.0% | +94.9% |
Cumulative growth
Daily Returns
Daily percentage return beside IP.
Daily Out/Under-Performance
Portfolio return minus IP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IP return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded IP wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling